Institutional Ownership Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF). We have compiled data on the 2,162 institutions that hold shares in the stock, with a total of 742 Million shares, which have been reported (via 13F filing form) to have a value of $39.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
3,941
shares
|
$208,005
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Soundwatch Capital LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,940
shares
|
$207,953
0.03% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
3,936
shares
|
$207,742
0.04% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
3,921
shares
|
$206,950
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
3,921
shares
|
$206,950
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
3,920
shares
|
$206,897
0.05% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
3,915
shares
|
$206,633
0.03% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,899
shares
|
$205,789
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,893
shares
|
$205,472
0.12% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
3,890
shares
|
$205,314
0.02% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
3,878
shares
|
$204,680
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
3,863
shares
|
$203,889
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
3,856
shares
|
$203,519
0.07% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Woodstock Corp
|
Oct 07, 2025 Q3 2025 |
3,843
shares
|
$202,833
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,821
shares
|
$201,672
0.08% of portfolio
|
Q4 2023
Added 0.03%
|
|
|
Holistic Financial Partners
|
Nov 07, 2025 Q3 2025 |
3,796
shares
|
$200,352
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
3,792
shares
|
$200,141
0.01% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
3,781
shares
|
$199,561
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 29, 2025 Q3 2025 |
3,779
shares
|
$199,455
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
3,735
shares
|
$197,133
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
3,721
shares
|
$196,394
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
3,721
shares
|
$196,394
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
3,673
shares
|
$193,860
0.08% of portfolio
|
Q4 2024
Reduced 19.68%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
3,560
shares
|
$187,896
0.05% of portfolio
|
Q3 2025
Added 16.8%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,516
shares
|
$185,574
0.06% of portfolio
|
Q2 2025
Reduced 11.57%
|